Moving from monday.com

monday.com exports each board to Excel. Put the boards in one spreadsheet, make each a plain table, and the assistant builds the lists and the links between them, and brings your items in.

Out of monday.com

Export each board.: Click the three-dot menu at the top right of the board, then More actions, Export board to Excel, and Export. Leave updates and subitems out.
The table, not the views.: The export holds the board’s table, or a saved filter of it, up to 100,000 items; its other views are not exported.
One workbook.: Open the files in Excel, Google Sheets, Numbers or LibreOffice and put each board on a sheet of one workbook, named after its board. Save it as .xlsx. A column that names items of another board becomes a link only when that board is in the same workbook.

From monday.com’s help page on exporting to Excel, checked on 8 November 2026.

Make each board a plain table

One row of headings.: The board’s name is on the first row, and each group has its name and its headings again above its items. Delete the name rows and the repeated headings, so that one row of headings is at the top.
Keep the groups.: If the groups matter, add a column called Group and write each item’s group in it before you delete the groups’ name rows. It becomes a choice.
No totals or empty rows.: Delete the row of totals under each group and the empty rows between the groups.
Several choices in a cell.: Base Captain reads several choices separated by semicolons. If a tags column reads Cakes, Delivery, replace its commas with semicolons: Cakes; Delivery.
Updates and subitems.: Delete the updates’ tab if you exported it, and the Subitems column.

We tried it with boards shaped as monday.com’s export. Left as it was, the groups’ names came in as records, the repeated headings and the totals were reported, and the items with two tags were refused. After these changes every item came in but one: the order whose client was not on the Customers board.

Into Base Captain

From here it is the spreadsheet’s way in: open the assistant, drop the workbook in, apply the card with the lists and then the one with the import, and read the report.

Moving from spreadsheets

What becomes what

Name.: The item’s name becomes the record’s name.
Text, email, phone.: Text fields; an email address column becomes an email field.
Status.: A choice, its options the labels in the column. An empty status stays empty.
Tags.: A choice of several, once its values are separated by semicolons.
Date.: A date, written 2026-11-14.
Numbers.: A number.
Person.: The person’s name, as text.
Another board’s items.: A link to that list, found by the item’s name on the other sheet. A name the other sheet does not have is reported, with its row.
Group.: A choice, from the column you added.

What does not come over

Views and dashboards.: The export holds the table only. Ask for the lists, boards, calendars and totals you use.
Automations and permissions.: Ask for the ones you need, in your own words (below).
Formulas.: A formula’s values in the file come over as values, not as the formula. Add a computed field that works it out, or ask the assistant for one.
Updates and subitems.: They stay in monday.com. A record’s history starts again on the day you import it.
Files.: Files do not come over: upload the ones you need again.

Then ask the assistant

“Show orders on a board by status.”
“Only managers see the amounts.”
“When an order is done, email its customer.”
“An order over 1,000 needs a manager’s approval.”

Each comes as a card that says what changes, before it does.